Squar Milner Financial Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-15,517
| Closed | -$1.89M | – | 84 |
|
2020
Q2 | $1.89M | Buy |
15,517
+15,175
| +4,437% | +$1.85M | 1.07% | 13 |
|
2020
Q1 | $41K | Sell |
342
-6
| -2% | -$719 | 0.02% | 375 |
|
2019
Q4 | $38K | Sell |
348
-11,810
| -97% | -$1.29M | 0.02% | 435 |
|
2019
Q3 | $1.48M | Buy |
12,158
+10,986
| +937% | +$1.34M | 0.76% | 27 |
|
2019
Q2 | $129K | Sell |
1,172
-338
| -22% | -$37.2K | 0.09% | 234 |
|
2019
Q1 | $161K | Sell |
1,510
-370
| -20% | -$39.5K | 0.12% | 192 |
|
2018
Q4 | $196K | Hold |
1,880
| – | – | 0.19% | 138 |
|
2018
Q3 | $190K | Hold |
1,880
| – | – | 0.17% | 159 |
|
2018
Q2 | $193K | Buy |
+1,880
| New | +$193K | 0.17% | 165 |
|